OpenRegistry
Companies House/Swansea/Company profile

SYNERGY WEALTH MANAGEMENT LIMITED

Active
07002314·incorporated 2009-08-27

SYNERGY WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 27 August 2009 at Companies House (number 07002314; OpenRegistry canonical ID GB-07002314-synergy-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 66220 (Activities of insurance agents and brokers), one of 6,271 active UK entities in that code and one of 13,112 active companies registered in Swansea (postcode SA3). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2009-08-27
Registered Address
3 EASTLAND CLOSE, WEST CROSS, SWANSEA, SA3 5NJ
SIC
66220 — Activities of insurance agents and brokers
Country of origin
United Kingdom

Accounts

Last filed accounts made up to 2025-08-31. Next accounts due 2027-05-31. Financial year-end: 31/08. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-10-27. Next confirmation statement due 2026-11-10.

Persons with significant control

SYNERGY WEALTH MANAGEMENT LIMITED has 1 person with significant control on file:

  • Ms Catherine Wendy Yates born 1954 resident in Wales, British national. Notified 2016-04-06.
    • Owns 75% or more of shares

Similar UK companies

Other companies registered under SIC 66220 (Activities of insurance agents and brokers):

Other companies registered in Swansea: